4.0 CPE credits • Computer Software & Applications
This 4.0 CPE self-study course gives CPAs a practical and current guide to document management, client portals, and e-signature workflows for cpas. It emphasizes application configuration, data quality, role permissions, reporting, and client service standardization; security, data protection, evidence of control operation, and vendor governance; CAS workflow design, advisory deliverables, capacity, and scalable firm operations, with implementation checklists, review questions, and a qualified final assessment.
Course code: T43. Passing score: 70%.
Skill Level: Beginner